AWS
USB icon

Aris Wealth Services’s US Bancorp USB Stock Holding History

Aris Wealth Services’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$7K Sell
181
-611
-77% -$26.5K 0.01% 260
2015
Q2 		$34K Buy
792
+181
+30% +$7.91K 0.03% 260
2015
Q1 		$27K Buy
+611
New +$26.8K 0.03% 289

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's USB Position: Q3 2015 in Review

Aris Wealth Services reduced its US Bancorp (USB) stake by 77% in Q3 2015, selling an estimated $26.5K and leaving 181 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #260.

Aris Wealth Services first reported a position in USB in Q1 2015 and has held it in 3 quarters since. The position peaked at $34K in Q2 2015. 1,163 funds tracked by Wall St. Rank hold USB as of Q3 2015.

  • Aris Wealth Services held 181 shares of US Bancorp worth $7K as of Q3 2015.
  • Aris Wealth Services sold 611 US Bancorp shares in Q3 2015, an estimated $26.5K.
  • US Bancorp made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #260 holding.
  • Aris Wealth Services first reported a position in US Bancorp in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's US Bancorp position peaked at $34K in Q2 2015.
  • 1,163 funds tracked by Wall St. Rank held US Bancorp as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.